+34.3%
ACI vs VEU
+103.0%
-68.7%
-54.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VEU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.9% | +2.2% | +1.5% |
| 7D | -0.5% | +2.4% | -2.8% | -1.0% |
| 30D | +4.9% | -2.0% | +6.9% | +5.3% |
| 3M | +11.1% | -5.1% | +16.2% | +12.3% |
| 6M | -14.9% | -0.7% | -14.2% | -15.1% |
| YTD | -19.6% | +11.0% | -30.6% | -22.5% |
| 1Y | -22.7% | +12.4% | -35.1% | -25.8% |
| 3Y | -31.2% | +69.8% | -101.0% | -42.6% |
| 5Y | -42.3% | +48.2% | -90.5% | -51.5% |
| All | +34.3% | +103.0% | -68.7% | +5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VEU.
Daily Out/Under-Performance
Portfolio return minus VEU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VEU return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VEU wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling